M Holdings Securities Inc. Acquires 48,193 Shares of Coca-Cola Company (The) $KO

M Holdings Securities Inc. bought a new stake in Coca-Cola Company (The) (NYSE:KO) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 48,193 shares of the company’s stock, valued at approximately $4,456,000.

A number of other institutional investors and hedge funds have also made changes to their positions in the company. Banco Santander S.A. increased its holdings in shares of Coca-Cola by 3.1% in the 2nd quarter. Banco Santander S.A. now owns 1,090,758 shares of the company’s stock valued at $88,646,000 after purchasing an additional 32,723 shares in the last quarter. CX Institutional increased its stake in shares of Coca-Cola by 402.3% during the 3rd quarter. CX Institutional now owns 163,248 shares of the company’s stock worth $14,052,000 after purchasing an additional 130,746 shares in the last quarter. Daymark Wealth Partners LLC increased its stake in shares of Coca-Cola by 68.5% during the 2nd quarter. Daymark Wealth Partners LLC now owns 218,199 shares of the company’s stock worth $17,733,000 after purchasing an additional 88,690 shares in the last quarter. Moore Capital Management LP acquired a new position in shares of Coca-Cola during the 2nd quarter worth approximately $12,905,000. Finally, Cidel Asset Management Inc. raised its position in shares of Coca-Cola by 2,091.3% during the 2nd quarter. Cidel Asset Management Inc. now owns 361,934 shares of the company’s stock worth $29,414,000 after purchasing an additional 345,417 shares during the last quarter. 70.26% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Coca-Cola news, EVP Beatriz R. Perez sold 67,548 shares of the business’s stock in a transaction on Monday, November 2nd. The shares were sold at an average price of $94.91, for a total value of $6,410,980.68. Following the transaction, the executive vice president owned 160,428 shares in the company, valued at $15,226,221.48. The trade was a 29.63% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Nancy Quan sold 50,000 shares of Coca-Cola stock in a transaction dated Wednesday, August 19th. The stock was sold at an average price of $90.39, for a total value of $4,519,500.00. Following the sale, the executive vice president directly owned 223,330 shares in the company, valued at approximately $20,186,798.70. The trade was a 18.29% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last ninety days, insiders have sold 228,913 shares of company stock valued at $21,056,900. Corporate insiders own 0.90% of the company’s stock.

Key Headlines Impacting Coca-Cola

Here are the key news stories impacting Coca-Cola this week:

• Positive Sentiment: Coca-Cola shares reportedly reached a record high as investors sought defensive stocks amid a market downturn. Its established brands and dividend income may be attracting buyers looking for more resilient businesses. Coca-Cola Stock Hits Record High as Market Crashes
• Positive Sentiment: Recent articles point to Coca-Cola’s shelf presence, distribution reach and consumer habits as sources of a durable competitive advantage. The company’s ability to raise prices while still growing volume supports the long-term investment case. Coca-Cola Stock Is a Buy Thanks to Shelf Space and Habits
• Positive Sentiment: Investors are also focusing on the company’s 64 consecutive years of dividend increases. Its latest quarterly results beat estimates, with revenue up year over year, and coverage says the company raised its outlook and dividend—supporting its earnings and income appeal. Coca-Cola Earnings Beat Lifts Guidance and Dividend
• Positive Sentiment: Margin expansion despite higher marketing spending, supported by productivity gains and disciplined pricing, suggests Coca-Cola is balancing investment with profitability. Can Coca-Cola Keep Expanding Margins While Investing More?
• Neutral Sentiment: Executive Beatriz Perez sold 67,548 shares, but the reported sale was to cover tax withholding on vested equity awards, making it a limited signal about her view of the business. Coca-Cola EVP Share Sale
• Negative Sentiment: After a strong run this year and a move to record levels, valuation may constrain further gains; one dividend-focused article suggests prospective investors consider waiting before buying. Coca-Cola’s Dividend Record and Valuation

Coca-Cola Price Performance

KO opened at $95.69 on Monday. The stock has a market capitalization of $411.63 billion, a PE ratio of 28.14, a P/E/G ratio of 3.73 and a beta of 0.28. The company’s 50 day simple moving average is $89.96 and its 200 day simple moving average is $82.69. Coca-Cola Company has a 1 year low of $67.27 and a 1 year high of $97.39. The company has a debt-to-equity ratio of 0.93, a quick ratio of 1.19 and a current ratio of 1.38.

Coca-Cola (NYSE:KO) last announced its quarterly earnings data on Tuesday, October 27th. The company reported $0.91 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.88 by $0.03. Coca-Cola had a net margin of 28.65% and a return on equity of 38.79%. The company had revenue of $13.35 billion during the quarter, compared to analysts’ expectations of $12.92 billion. During the same period in the previous year, the company earned $0.82 EPS. The business’s quarterly revenue was up 7.2% compared to the same quarter last year. As a group, sell-side analysts expect that Coca-Cola Company will post 3.34 EPS for the current year.

Coca-Cola Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, December 15th. Investors of record on Tuesday, December 1st will be given a dividend of $0.53 per share. This represents a $2.12 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date of this dividend is Tuesday, December 1st. Coca-Cola’s dividend payout ratio is 62.35%.

Wall Street Analyst Weigh In

A number of equities research analysts have commented on KO shares. Weiss Ratings cut Coca-Cola from a “buy (a+)” rating to a “buy (a)” rating in a report on Friday, October 23rd. Seaport Research Partners set a $95.00 price objective on Coca-Cola in a research note on Friday, August 14th. JPMorgan Chase & Co. increased their price objective on Coca-Cola from $95.00 to $98.00 and gave the company an “overweight” rating in a research note on Wednesday, October 28th. Argus lifted their price objective on Coca-Cola from $91.00 to $97.00 and gave the stock a “buy” rating in a research report on Thursday, July 30th. Finally, BNP Paribas Exane boosted their target price on shares of Coca-Cola from $90.00 to $98.00 and gave the company an “outperform” rating in a research note on Wednesday, July 29th. One research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $97.26.

Coca-Cola Profile

The Coca-Cola Company (NYSE: KO) is a global beverage company headquartered in Atlanta, Georgia. Founded in 1886, it is best known for Coca-Cola, one of the world’s most recognized soft drink brands.

The company owns, licenses, and markets a broad portfolio of beverages, including sparkling soft drinks, water, sports drinks, coffee, tea, juice, dairy and plant-based beverages, and energy drinks. Its brands include Coca-Cola, Diet Coke, Coca-Cola Zero Sugar, Sprite, Fanta, Dasani, smartwater, Powerade, Minute Maid, Simply, fairlife, and Costa Coffee, among others.

The Coca-Cola Company serves consumers in more than 200 countries and territories through a system that includes company-operated operations, independent bottling partners, distributors, retailers, and food-service providers.